Workflow by Category

Workflow List displays a comprehensive list of all available workflows within a service automation system. This view allows users to have a holistic overview of all workflows and easily access and manage them within the system.

View Workflow List

To view Workflow List page, perform the following steps:

1. Navigate to Admin > Advanced > Automation > Orchestration.
                                             OR
Navigate to Orchestration > User > Orchestration.

2. From the left MENU, select Workflow Configurations > Workflow List.

Figure: Workflow List

3. Click the desired Workflow Name hyperlink to access more details of the Workflow record.

Workflow Execution Failure:

If the Success % is less than 75%, the workflow is considered as Failure.

Others:

When a workflow is created but no tickets are generated or linked and not executed. These Workflows count come under Others.

The top section of the Workflow page lists overall workflow details

Clicking on each of these tiles will display details of the respective block.

Figure: Tile view of overall workflow executions running

For example, clicking on the Active tile will display all active workflow details:

Figure: Active workflows

Workflow Execution record consists of the following data for the individual record:

• Execution %
• Workflow Name
• Trigger Event
• Module
• Tenant
• Active
• Created By
• Created Date
• Last Updated By
• Last Updated Date
• Action
  

Clicking on a workflow name will switch to its workflow design in the Workflow Designer

Figure: Workflow Designer

Workflows can be filtered on the following basis:

• Workflow Name
• Trigger Event
• Module
• Source
• Category
• Created By
• Created Date
• Last Updated By
• Last Updated Date

Figure: Filter section

Frequently used filters can be saved and reused as custom filters

Additional sort features to organize individual tickets

Figure: Sort features.

Search Control

Using Search control, you can filter data across all columns. This acts as a one-input search control for the list page.

Figure: Search Control

Configure a new Workflow

To configure a new workflow, perform the following steps:

1. Click "+" icon at the top right corner to configure a new workflow.

Figure: Workflow List page: New Workflow

Additionally, there is a separate configuration page to configure a new workflow. Refer to New Workflow for more information.